MGI
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Miller Global Investments’s Visa V Stock Holding History

Miller Global Investments’s Portfolio V Stock Details V Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$217K Buy
633
+300
+90% +$96.3K 0.18% 140
2026
Q1 		$101K Buy
333
+302
+974% +$97.1K 0.09% 158
2025
Q4 		$10.9K Buy
+31
New +$10.6K 0.01% 200

Other funds holding V

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Miller Global Investments's V Position: Q2 2026 in Review

Miller Global Investments increased its Visa (V) stake by 90% in Q2 2026, buying an estimated $96.3K and bringing the position to 633 shares worth $217K. The position accounts for 0.18% of the portfolio, ranked #140.

Miller Global Investments first reported a position in V in Q4 2025 and has held it in 3 quarters since. 2,605 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Miller Global Investments held 633 shares of Visa worth $217K as of Q2 2026.
  • Miller Global Investments bought 300 Visa shares in Q2 2026, an estimated $96.3K.
  • Visa made up 0.18% of Miller Global Investments's portfolio in Q2 2026, its #140 holding.
  • Miller Global Investments first reported a position in Visa in Q4 2025 and has held it in 3 quarters since.
  • 2,605 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Miller Global Investments's 13F filing for Q2 2026, filed 1 Jul 2026.